JABWX Mutual Fund

NAV$12.22

Returns Overview

1 Month
+0.62%
3 Months
+2.27%
6 Months
+1.63%
YTD
+1.63%
1 Year
+4.46%
3 Years (annualized)
+4.85%
5 Years (annualized)
+0.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABWX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond (USD Hedged) Index
This Mutual Fund (YTD)
+1.63%
Peer Avg (YTD)
+0.99%
vs Peers
+0.63%

JABWX Mutual Fund Performance

JABWX performance across multiple time periods: 1-month 0.62%, YTD 1.63%, 1-year 4.46%, 3-year 4.85%, 5-year 0.92%.

JABWX returns outperform the peer average of 0.99% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

JABWX performance comparison shows side-by-side returns with another fund. JABWX alternatives are available in the Mutual Fund Screener.